Wealthgrade app icon

Apps Like Wealthgrade for iPhone and iPad

View accounts in one place

View consolidated financial accounts from multiple institutions in one place. Track personal net worth and compare it to others. Set financial goals and receive progress updates. Share achievements and engage with a community of users.

by Wealthgrade, Inc.★ 4.68 ratingsFinanceFreeData updated 2026-09-06

Wealthgrade screenshots

Ranked alternatives

Showing 361–380 of 1,000 ranked alternatives.

  1. AI Trade,  dub invest app icon

    AI Trade, dub invest

    Kobaa Ajiantsi

    Trade stocks, crypto, and forex with AI

    Practice trading with virtual funds using real-time market data for stocks, cryptocurrencies, and forex. Choose assets and strategies. Receive AI-generated analytics and feedback to improve trading skills.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. Proinvest app icon

    Proinvest

    PROINVEST WEALTH MANAGERS PRIVATE LIMITED

    Track investments and view portfolio updates

    Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme-specific information. Monitor mutual fund and equity share investments.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-15
  3. CakeClub: Finance Planner app icon

    CakeClub: Finance Planner

    Servat LLC

    Track expenses, compare rewards, manage budgets

    Track spending across accounts with quick setup. Identify high reward cards for specific stores. View detailed spending insights and set financial goals. Sync data across devices and receive alerts for transactions.

    ★ 5.011 ratingsFinanceFreeData updated 2026-09-06
  4. Truepoint Wealth Counsel app icon

    Truepoint Wealth Counsel

    TRUEPOINT WEALTH COUNSEL, LLC

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Manage budgets and securely store documents. Track spending and receive alerts for account activity.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  5. MoneyPath AI app icon

    MoneyPath AI

    X Tracker LLC

    Track expenses and categorize transactions

    Track expenses by connecting bank accounts and credit cards. Auto-categorize transactions to identify spending patterns. View daily spending breakdowns, recurring charges, and transaction history. Set budgets and monitor progress over time.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  6. YourOwn Wallet app icon

    YourOwn Wallet

    YourOwn Inc.

    Manage financial data in one secure

    Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.

    ★ 5.012 ratingsFinanceFreeData updated 2026-09-06
  7. Chart Ai Assistant app icon

    Chart Ai Assistant

    ABD Corporate L.L.C-FZ

    Analyze charts with AI insights

    Analyze trading charts using AI by uploading screenshots or photos. Identify market trends, structure, liquidity zones, order blocks, and fair value gaps. Evaluate indicators and predict future movements with trade setups.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.